Intro to Tendenci AMS - Session 2 - FOSS

Tendenci Site Components & Features
What we have covered:
❖ Tendenci History & Background
❖ Site Components & Features:
➢ Front End & Backend
➢ Admin Toolbar
What we will cover this session:
❖ Site Components & Features:
➢ Your Tendenci website homepage
■ Header
■ Common homepage content
■ Footer
➢ Delving deeper into commonly used modules
❖ FAQ
❖ Open Floor for Q&A!

Homepage Components
❖ Header
➢ Organization branding
➢ Contact details & social
media
➢ Site Navigation
■ Main
● About the org
● Services
● News/Updates
● Media
■ Utility
● Major CTAs
(Login,
Contact, Join,
etc.)
Figure 1: Your Tendenci website header includes your branding logo, site navigation and
sometimes other ways to contact or follow your organization (i.e. social media)

Homepage Components
❖ Story rotator or banner
➢ Typically used to
convey important
information or
time-sensitive details
■ About the
organization
■ Become a
Member
■ Register for
Featured Events
■ New Programs &
Services Figure 2: Your story rotator is a great way to display important and time-sensitive information!
You can also have a still, one-image banner in its place.

Homepage Components
❖ Editable Content Boxes
➢ Fully customizable
using the WYSIWYG
editor
■ Add verbiage
■ Add rich media
such as photos
or videos
■ Embed maps, or
other
interactive
elements
➢ Useful for making
edits without having
to use Theme Editor
Figure 3: You will frequently see links to edit your various content boxes throughout your website,
but primarily on your homepage.

Homepage Components
❖ Dynamic Feeds
➢ Dynamically displayed content from
other areas of your website:
■ Upcoming Events
■ Recent News & Articles
■ Recent Job Listings
■ Sponsors/ directory listings
➢ Dynamic feeds enabled in your
templates means content does not
have to be manually added to
homepage. It can simply be added to
its respective module the one time!
■ Utilize Tendenci code
snippets!
Figure 4: Display dynamic data feeds on your Tendenci website by
adding code snippets to your custom templates!

Homepage Components
❖ Theme updated content
➢ Some elements of your layout are still best updated in the theme editor
■ Custom styles/ formatting
■ Special effects like texture or animation

Homepage Components
❖ Footer
➢ Contents
■ Branding
■ Affiliate branding
■ Quicklinks/links that are from your site navigation
■ Ways to contact your organization
■ Ways to subscribe for updates
■ Ways to follow your organization (social media)
➢ Footer links are typically edited via an editable box; occasionally via the theme editor instead

Commonly Used Modules
❖ Pages
➢ Title
➢ (URL Path)
➢ Content - uses WYSIWYG Editor
■ Add headers
■ Add text
■ Add rich media
■ Add hyperlinks
■ Add tables
➢ Tags
■ Great for search/filter and
boosting organic SEO
➢ Header image
■ If specified in your default
template, OG (open graph) Figure 5: Add and edit landing pages to your Tendenci website
using the WYSIWYG editor and/or custom templates!

❖ Pages
➢ Template
■ Way to specify which layout to
use
● Default (is the standard
choice)
● Full-width (no sidebar)
● Custom (template)
➢ Group
■ Way to associate a page with a
specific user group
➢ Contributor type
■ Author or publisher
Figure 6: This custom template utilizes content boxes
and a news feed with a hover effect to give some
texture and movement!

❖ Pages
➢ Permissions
■ Who can view and/or make
edits to page
➢ RSS Feed (Really Simple Syndication)
■ Subscribe to an RSS feed reader
■ Whether or not a page is
indexed by search engines
■ Always check if a page is public
➢ Status
■ Active - when ready to set live
■ Can deactivate if no longer using
but don’t wish to delete
■ Draft - if you are actively
working on a page Figure 7: Granular permissions allow you to give view and/or change
permissions to the appropriate users or groups.

❖ Stories
➢ Stories can be used on your homepage and/or various locations throughout your website
■ Made possible by content tagging
● “Rotator” tag used for homepage rotator
● “OTHER” specified tag for custom content, using a custom template

❖ Stories
➢ Description
■ Typically displayed when
utilized elsewhere on
website
➢ Example of other uses for
Stories module
● Sponsors
● Affiliates
● Podcast Episodes
Figure 8: Utilize stories in various places on your website

❖ News & Articles
➢ Used to release industry and/or
organization specific news & press
releases
■ Pulls in primary keyword from your
site settings (SEO)
➢ Articles often repurposed as a “Blog”
■ Filter by category and subcategory
■ Search by headline
■ Search by related group (i.e. if
Chapter/other group news)
■ Dynamically display the most recent
post and a list of topics to browse
from using a custom template!

❖ News & Articles
➢ Title/Headline
➢ Summary (for display of multiple news/article
pieces)
➢ Body Content
➢ Engaging thumbnail image - can be displayed
on dynamic feed (open graph)
➢ Group - associated subgroup of the
organization
➢ Tags - great for boosting SEO but also
displaying granular content in a feed (content
tagging)
➢ Source & Website - if gathered from external
source Figure 9: Use your news and articles modules to give your site
visitors and members the latest updates!

❖ News & Articles
➢ Release date/time - will appear in feed at a
specified release date; you can specify timezone
for each news or article piece
➢ Contributor type, if author or publisher should
be recognized - can add their contact details
➢ Permissions - who should view and/or change
the content
➢ RSS Feed - if it should be indexed by search
engines
➢ Status Details - if should be active, inactive or
pending status
■ Inactive and pending statuses will remove
from display for non superusers
➢ Category & Subcategory - for easier search &
filter
Figure 10: Credit authors and publishers, and set a release date
for your news and articles.

❖ Custom Forms
➢ Most frequently used for:
■ Contacting organization
■ Subscribing for Updates
■ Submitting Questionnaires, Polls or
Surveys
■ Donations
■ Registration
➢ Can also be used for:
■ Collecting payments unrelated to
memberships, event registrations or
donations (which live in their own module
and have their own associated invoices)
■ Calls for Abstract
■ Scholarship Applications
■ Collecting any other data
Figure 11: Use custom forms to collect information and/or
payment from your site visitors, users and members.

❖ Custom Forms
➢ Title
➢ Introduction
■ Uses WYSIWYG editor, so you can add
verbiage, hyperlinks, graphics and other
rich media
➢ Confirmation Text
■ Appears on the page immediately after a
user submits a form entry
➢ Completion URL
■ If you want to take the user to a landing
page immediately after submitting the
form
➢ Group
■ If a form is associated with a usergroup Figure 12: Add confirmation text for your submitters so
they know their form entry was received!

❖ Custom Forms
➢ Template
■ If the form is inheriting a custom
template
➢ Email
■ Create a custom email subject line
■ Add admin recipients in the “send
copies to” field to receive all
submissions directly to their inbox
■ Send a custom email confirmation to
submitter (sender will be site default
no-reply if one is not specified)
➢ Permissions
➢ Status
Figure 13: Use the email tool to send copies of submissions
to admin, as well as email confirmation to the submitter

❖ Custom Forms
➢ Pricing - If you are asking for payment
■ Create multiple pricing tiers
● Label
● Description
● Amount
● If taxable
● If recurring (available currently
with Stripe) fill out remaining
section
➢ Sections
■ Swap introduction containing text with
fields or other sections, if needed
■ Label sections
Figure 14: Collect payment online with custom forms!

❖ Custom Forms
➢ Fields - the FUN part!
■ Add field labels
■ Choose your field type
■ Add special functionality
● Field mapping (first & last name,
location, etc)
● Subscribe to a group (auto, or manual)
■ Specify if fields are required and/or visible
to users
● An example of non-visible field is the
group auto-subscribe feature
◆ Have required checked, visible
unchecked for a checkbox field
Figures 15 & 16: Use various field types and allow single or
multi-select from multiple choices with custom forms.

❖ Custom Forms
➢ Fields
■ Choices
● If a multi-select field type, specify
choices separated by commas
● Default - can be a default choice
selection
◆ Example: If a yes/no question,
default can be set to “yes”
■ Summary position
● For power users who prefer to change
the order of their form submissions
report. Change the way you view your
data!
Figures 17 & 18: Backend and Frontend view of creating
multiple choices on a custom form.

❖ Jobs & Resumes
➢ Create paid and unpaid listing options
➢ Allow members to post Jobs and Resumes
(paid or unpaid, depending on your
organization’s workflow)
➢ Add Many Job Details
■ Listing Title
■ Job Description
■ External URL, if applicable
■ Job Start Date
■ Location
■ Skills & experience needed
■ Education background
■ Contact details for submitter and
reviewer
■ Duration of listing
Figure 19: Create paid or unpaid job listings for users and/or
members to browse.

❖ Jobs & Resumes
➢ Allow users and members to upload
Resumes
■ Title & Description
■ External URL, if applicable
■ File uploader (for hard copy)
■ Industry
■ Location
■ Skills & Experience
■ Awards & Certifications
■ Education background
■ Duration
■ Contact Details
Figure 20: Allow members and users to upload their
resumes for prospective employers to see.

❖ Photo Albums
➢ Add Photo Albums to organize photographs
from events and other engagements from
your organization
■ Album Name and Description
■ Associated group (great for content
tagging!)
■ Tags - also great for SEO and creating
custom displays on other landing
pages
■ Permissions
■ Category (albums) & subcategory
(photos)
● Creates ease of use for users
when browsing many albums
and photos
Figure 21: Engage your members with photo albums from
organizational events and other ongoing programs!

❖ Photo Albums
➢ Add Photos to your albums
■ Bulk upload up to 150 photos
■ Make bulk updates or edit each photo
● Photo title
● Caption
● Photographer credit
● Tags
● License
● Associated group
● Category (will appear in albums
as a sub-category when you
click on each album category)
● Decide which photo will be
your album cover Figure 22: Add info to and organize your photos with
album categories and photo categories.

❖ Video Library
➢ Add YouTube, Vimeo or SlideShare videos to
your video library for a one-stop content
shop!
■ Add category and video type to create
ease of browsing for your users and
site visitors
■ Image thumbnail (unless YouTube
video - YT thumbnail will
auto-populate)
■ Video URL from a video hosting
platform (YT, Vimeo, etc)
■ Associated Group
Figure 23: Add riveting and informative videos to your video library
to boost member engagement and increase retention!

❖ Video Library
➢ Add YouTube, Vimeo or SlideShare
videos to your video library for a
one-stop content shop!
■ Tags
■ Description
■ Release date & time
■ Permissions
■ Publishing Status (Active or
pending)
Figure 23: Adding descriptions to your videos is not only more
inclusive, but is also good for SEO!

Upcoming….Tendenci Memberships & Events Management
We’ve now covered our most commonly used
modules besides Memberships & Events
Management. Join us for our other upcoming
Workshop Series to dive deep into:
❖ Membership Management
❖ Corporate Membership Management
❖ Events Management
Our three-session Membership
Management Workshop will begin April
16th, 9:00 AM CST!

Frequently Asked Questions
❖ Q: I am not seeing my updates! What can I do?
➢ A: You likely have template caching on! If you plan on working in your theme editor to make
updates, give us a heads up so we can turn off template caching.
If you have already made some updates, let us know and we will reboot your site so you can see
your applied updates!
Figure 24 : You will see a similar message when navigating to your Theme Editor if Template caching is on. Note that template caching is on to
improve your site performance and speed!

❖ Q: When I edit a page, why does the SEO Meta look blank?
➢ A: When you edit a page, the SEO Meta section may appear blank initially. This is because the SEO
Meta information is dynamically generated based on the content of your page and additional
scripts embedded in the Tendenci software. However, you can customize the SEO Meta
information by editing the description, keywords, and setting the canonical URL if necessary.
To see and save the SEO
automation, instead of going to
the edit page, you can select
"Edit Meta." This is where the
SEO information is populated.
Click "Save" to apply those
changes. Once you've done this,
when you go back to edit your
page, you should see that the
SEO Meta section is no
Figure 25 : Editing your SEO/ Metadata. Tendenci does the heavy lifting for you, but
customization is always an option!

❖ Q: Why does my image look “broken” from a user perspective?
➢ A: If an image looks broken to your users, it might be due to incorrect permissions settings. To fix
this, check that the image has "Public can View" enabled and its status is set to active. This can be
located in /files or via the Admin Backend in the Files section portion of selections.
➢ When an image is broken, the image description is displayed.

❖ Q: How do I opt out of receiving email notifications?
➢ A: Edit your user profile, scroll down to the letter (C) section where it says “Email and Internet
Information”, and in the drop down arrow, select your choice. *Note, that this prevents you from
receiving marketing email blasts, but you will still receive necessary emails such as password
resets and renewal reminders.
Figure 27: You can manage your contact details, demographics and preferences in
your user profile. Here you can opt out of email notifications.

❖ Q: What online payment options have integration or are available with Tendenci?
➢ A: Tendenci currently integrates with the following:
■ Stripe
■ Authorize.net
■ PayPal and PayPal Flow
■ Square
We recognize organizations sometimes have the need for other payment options, particularly for
chapters and events sponsored by entities other than the organization, so we have the following
options:
■ Stripe Connect to support multiple accounts - a main account with sub-accounts
■ External payment link options in both the Chapter Memberships module and the Events
module (where any external payment platform can be specified)

❖ Q: How does a Corporate Membership differ from an Individual Membership?
➢ A: An individual membership in Tendenci software is just that - a membership for an individual
that will allow that person to leverage the many member benefits your organization has to offer.
But what about companies? A corporate membership is an organizational membership designed
specifically for companies, and may carry benefits such as being part of a well visited corporate
directory. An individual AT this company, of course, will need to fill out an application on the
company’s behalf. Depending on what type of corporate memberships your organization offers,
you may then allow employees of that organization to sign up underneath the organizational
membership.
Individuals who sign up under an organization will then be recognized under that organization’s
member roster - which is another way to organize members and allow benefits to filter down to
individual members.

❖ Q: Is it possible to import members from my previous AMS?
➢ A: Absolutely! Tendenci’s Membership module not only allows administrators to import main
membership fields such as member type, contact details and demographics, but will also allow
you to map member data to the user defined fields you’ve built out in your membership
application for the more unique data you may have gathered from your members.
When you navigate to the Membership and/or Corporate Membership module, you will see in
your dropdown menu an “Import” option, where there will be a template to download and follow.

❖ Q: Is it possible to add a specific font to the website?
➢ A: Yes. We personally like to use Google fonts (the most similar or equivalent Google fonts of any
font can typically be found with a quick Google search), as they are free.
Once you’ve decided on your font, you will access the CSS file in your theme editor, and add this
information to the global styles section.
Note: You can also apply certain
fonts to specific areas of your
website, though it may take
someone versed in HTML and
CSS to apply them in the correct
areas. It is best practice not to
have too many fonts and styles
on your website.

Intro to Tendenci AMS - Session 2 - FOSS

Intro to Tendenci AMS - Session 2 - FOSS

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